Morton Community Bank »

Charles Schwab Corporation shares owned by Morton Community Bank

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Morton Community Bank from 13F filings

Historical chart of Morton Community Bank investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Morton Community Bank consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Morton Community Bank

Quarter filed Position value Share count Share price at filing
2024-09-30 $559k 8.6k 64.81
2024-06-30 $801k 11k 73.69
2024-03-31 $3.2M 44k 72.34

More positions owned by Morton Community Bank

Ishares Tr Exchange Traded Fund (DGRO)
Schwab Strategic Tr Exchange Traded Fund (SCHD)
Broadcom Common Stock (AVGO)
Select Sector Spdr Tr Exchange Traded Fund (XLU)
Microsoft Corp Common Stock (MSFT)
Eaton Corp Common Stock (ETN)
Oracle Corp Common Stock (ORCL)
Invesco Exch Trd Slf Idx Fd Tr Fixed Income ETF (BSCO)
Jpmorgan Chase & Co. Common Stock (JPM)
Abbvie Common Stock (ABBV)
Invesco Exch Trd Slf Idx Fd Tr Fixed Income ETF (BSCP)
Apollo Global Mgmt Common Stock (APO)
Regions Financial Corp Common Stock (RF)
American Express Common Stock (AXP)
Reinsurance Grp Of America Common Stock (RGA)

View all positions for Morton Community Bank

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation